Global TradFi & Macroeconomics

According to Jin10, BHP CEO Brandon Craig responded on August 18 during the FY2026 earnings call to market speculation about potential investment in Canada's uranium projects. Craig confirmed that uranium is primarily a byproduct of BHP's Olympic Dam mine in South Australia, with the company

According to Bitget, U.S. stock index futures weakened overnight, with S&P 500 futures falling 0.2% and Nasdaq futures declining 0.4%.

According to Odaily, precision laser company Chunzhun Laser listed on Shanghai STAR board today (August 18), becoming the highest-priced IPO in China's A-shares for 2026. The company issued shares at 186.88 yuan with a subscription cost of 93,400 yuan per

According to the Korea Gold Exchange, gold prices rebounded to 880,000 Korean won per monme (3.75g) on August 18, rising 0.57% from the previous day and climbing 9% since the start of the month. International spot gold prices also recovered to $4,422.63 per ounce, up 0.63%. The recovery was driven b

According to securities reports on August 18, SK raised its target price by 37.5% as subsidiaries SK Hynix and SK Innovation improved profitability. The conglomerate's internal valuations rose significantly through enhanced earnings of its subsidiaries. Separately, SK's sale of its SK Siltron

According to Barclays economist Bum Ki Son, reported by Jin10, Korea's won has strengthened by more than 5% against the U.S. dollar over the past month (as of August 18). The currency appreciation may reduce Korea's second-quarter GDP

According to Goldman Sachs trading head Rich Privorotsky in a report released on Monday (August 17), geopolitical risks are being significantly underestimated as market sensitivity declines amid record-high equities and loose financial conditions. Privorotsky warned that when the S&P 500 reaches

On August 17, 2026, Eastern Time, AI chip company Cerebras Systems (NASDAQ: CBRS) surged 15.07% in a single day, closing at $251.98 after touching an intraday high of $261.08. As of August 18, CBRS was trading at around $252.14 in after-hours trading. This gain marked Cerebras’ return above the key psychological threshold of $250 after the sharp volatility that followed its Q2 earnings report. What exactly drove this rally? How is the market’s pricing logic for this “NVIDIA challenger” changing?

According to Jin10 Futures, the CFETS-NEX liquidity sentiment index fell to 46 as of 10:15 AM on August 18, down 1 point from 08:45. Large banks reported 45 (down 1 point), mid-sized banks 47 (down 1 point), and non-bank institutions 45 (down 1 point). The index ranges from 0 to 100, with 50

According to Evercore ISI analyst Mark Mahaney, Meta and Amazon's second-quarter earnings released in late July demonstrate that massive AI capital investments are beginning to generate commercial returns. Meta reported Q2 revenue of $60.8 billion, up 28% year-over-year, driven by AI-powered

Nike Inc. and Lululemon Athletica Inc. have emerged as turnaround candidates among retail investors, with a Stocktwits poll showing 68% of respondents favor Nike stocks over Lululemon's 32%. On Monday, Nike stock edged 0.5% higher while Lululemon stock inched 0.07% higher, as both athletic apparel c

According to Hong Kong Exchanges and Clearing (HKEX) disclosure on August 18, Shenzhen Eimufeng Biotech re-submitted its IPO application to the Hong Kong main board with Huatai International as sole sponsor. Founded in 2020, the company is an innovative cell therapy developer specializing in

According to a Stocktwits poll released Monday, 68% of retail investors preferred Nike as a stronger turnaround opportunity compared with 32% for Lululemon, as both athletic-apparel stocks trade near multi-year lows. NKE is 47% below its 52-week high, while LULU is down 53%. Retail traders appear mo

According to Marketwatch, Rothschild & Co Redburn upgraded Apple (AAPL-US) to Buy on Monday, August 17, raising its target price from $260 to $400 per share, implying a 30% upside from current levels. The analyst believes that if Apple reshapes its Apple Intelligence strategy and deepens

South Korean 10-year government bond futures opened 74 ticks lower on the 18th, tracking losses in US Treasuries during the holiday period. The decline reflected a sharp rise in US long-term yields, with the 30-year rate climbing to its highest level since 2007 amid renewed inflation concerns.

Korean securities firms disclosed compensation data showing 135 employees at 27 major firms received at least 500 million KRW each during the first half, totaling 252.28 billion KRW, according to the Financial Supervisory Service's electronic disclosure system on the 18th. The disclosures revealed a

Kim Nam-gu, chairman of Korea Investment & Securities and Korea Investment Holdings, received the highest actual executive compensation among South Korean securities firms in H1 2026, excluding one-time severance payments, according to semi-annual reports filed with the Financial Supervisory

South Korean securities firms reported exceptionally high employee compensation in the first half of the year, according to semi-annual reports filed with the Financial Supervisory Service and analyzed by Yonhap Infomax. Performance-based pay structures drove average salaries well into nine

According to Yonhap Infomax, South Korea's 10-year government bond futures fell 74 ticks to 105.01 on August 18, with foreign investors net-selling 1,877 contracts. The decline reflected a sharp rise in U.S. Treasury yields during the local holiday break, with the 30-year yield reaching its

According to Yonhap Infomax, on August 18, the USD-KRW spot market MAR quotation held at the 0-level before 9 a.m. Seoul time. Broker A reported trading activity, while Broker B recorded no transactions. The NDF fixing position stood at square (neutral), indicating that regional market